James Greig

Partner
Contact details

01865 253282

James is reliable, robust, able to appreciate nuance and manage complicated relationships well.

Chambers High Net Worth, 2023

James is head of the Wills, probate, tax and trusts team based in the Thames Valley. He specialises in trusts and high end probate and inheritance tax planning.

Main areas of expertise

James main areas of expertise are: Wills, probate and powers of attorney, Section 11 IHTA Maintenance Trusts, the creation, administration, restructuring and termination of Trusts, Will structuring and planning for business owners and Inheritance Tax planning.

Clients

His main clients are individual, third sector parties and charities.

Expertise

Career

James trained at Hunters in London and spent four years at Horsey Lightly in Newbury prior to joining Blake Morgan in 2007.

Contact details

01865 253282

Accreditations
Memberships
  • Society of Trust and Estate Practitioners

Significant Experience

  • Two death bed tax-planning arrangement each saving six figure sums in inheritance tax
  • Successful claims for Heritage Property Relief
  • Advising the firm’s charity clients in relation to wills and legacy issues

Additional Expertise

Lectures: James is an experienced lecturer and trainer, running courses internally and delivering training to CIOT, accountancy firms and the Solicitors Regulation Authority. He has delivered training for supporters of major charity client serving those with disabilities.

Media: James has appeared on national Breakfast Television and been interviewed for BBC Radio Oxford and Jack FM.

James and his team helped clarify the specific legal position in relation to my father’s will. He managed a difficult negotiation very effectively with great tact, and secured us an outcome that we’d never thought we could achieve. I would recommend James and Blake Morgan to anyone.

Mrs C, Oxfordshire

Bright guy with great integrity. He is accurate, up to date with new legislation and listens to my concerns... He is excellent; he is very patient in answering our queries while clearly explaining what needs to be done.

Chambers High Net Worth, 2021

Band 2 ranked lawyer in the Private Wealth Law category. "He's very capable".

Chambers High Net Worth, 2020

James Greig is very approachable and knowledgeable and comes up with pragmatic solutions for his clients.

Legal 500, 2020

Head of wills, probate, tax and trusts in Oxford. James built a dynamic private client team.

Legal 500, 2018

Highly regarded by peers and clients alike.

Chambers UK A Client's Guide to the Legal Profession, 2016

Insights by James

articles

Ethical investments – when can a trustee go green?
13 October - James Greig

"Where unethical investments would be more beneficial to beneficiaries than other investments, the trustees must not refrain from making the investments by virtue of the views they hold." (Cowan v...

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articles

Key points to note for drafting a Will
10 October - James Greig

What do you need to know when it comes to drafting a Will?

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articles

Making THAT estate planning decision
6 September - James Greig

In estate planning, we often come across the big question of when and how someone who is getting on in years should move from the family home to somewhere smaller....

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